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FMUFX vs HBLSX
FMUFX vs HBLSX Comparison
Open Charts FMUFX vs HBLSX
Federated Hermes Muni and Stock Adv F
Price$15.63
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets1.38B
Hartford Balanced Income R4
Price$15.01
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets11.56B
FMUFX vs HBLSX Comparison Chart in %
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FMUFX vs. HBLSX commentary
Nov 21, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FMUFX is a Hold and HBLSX is a Hold.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.6B vs. FMUFX (1.38B). HBLSX pays higher dividends than FMUFX: HBLSX (3.19) vs FMUFX (1.90). FMUFX was incepted earlier than HBLSX: FMUFX (18 years) vs HBLSX (15 years). FMUFX (1.08) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. FMUFX (23.00). HBLSX has a lower initial minimum investment than FMUFX: HBLSX (0) vs FMUFX (1500). FMUFX annual gain was more profitable for investors over the last year : 7.09 vs. HBLSX (2.69). FMUFX return over 5 years is better than : 27.31 vs. HBLSX (11.95).
| FMUFX | HBLSX | FMUFX / HBLSX | |
| Total Expense Ratio | 0.99 | 0.96 | 103% |
| Annual Report Gross Expense Ratio | 1.08 | 0.96 | 113% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 7.742 | 8.166 | 95% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.38B | 11.6B | 12% |
| Annual Yield % from dividends | 1.90 | 3.19 | 59% |
| Returns for 1 year | 7.09 | 2.69 | 263% |
| Returns for 3 years | 28.24 | 15.86 | 178% |
| Returns for 5 years | 27.31 | 11.95 | 229% |
| Returns for 10 years | 53.64 | 42.46 | 126% |
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